Evergreen Advisors’s Procter & Gamble PG Stock Holding History

Evergreen Advisors’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-253	Closed	-$36.5K	–	120
2026 Q1	$36.5K	Buy	+253	New	+$38.4K	0.01%	74

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evergreen Advisors's PG Position: Q2 2026 in Review

Evergreen Advisors sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 253 shares — an estimated $36.5K sold.

Evergreen Advisors first reported a position in PG in Q1 2026 and held it in 1 quarter. The position peaked at $36.5K in Q1 2026. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Evergreen Advisors reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 253 Procter & Gamble shares in Q2 2026, an estimated $36.5K.
Evergreen Advisors first reported a position in Procter & Gamble in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Procter & Gamble position peaked at $36.5K in Q1 2026.
3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.